| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
5
5
1
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.19 | 1.19 |
| Stocks | 79.72 | 79.72 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 19.1 | 19.1 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.28.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 02.28.2013
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Johnson & Johnson | JNJ | 22.65 | 4.85 |
| Oracle Corporation | ORCL | 3.21 | 4.77 |
| Google, Inc. Class A | GOOG | 22.65 | 4.69 |
| Coca-Cola Co | KO | 13.35 | 4.43 |
| Cisco Systems Inc | CSCO | 24.94 | 4.18 |
| Pfizer Inc | PFE | 12.56 | 3.89 |
| Microsoft Corporation | MSFT | 34.97 | 3.85 |
| Philip Morris International, Inc. | PM | 11.47 | 3.55 |
| Chevron Corp | CVX | 16.51 | 3.23 |
| Express Scripts | ESRX | 16.43 | 3.05 |
